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XML Financial’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

XML Financial’s Portfolio MDY Stock Details MDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.76M Sell
2,504
-52
-2% -$34.8K 0.13% 139
2026
Q1 		$1.58M Buy
2,556
+445
+21% +$282K 0.13% 142
2025
Q4 		$1.27M Sell
2,111
-591
-22% -$354K 0.1% 157
2025
Q3 		$1.61M Sell
2,702
-76
-3% -$44.6K 0.13% 146
2025
Q2 		$1.57M Sell
2,778
-13
-0.5% -$6.98K 0.14% 139
2025
Q1 		$1.49M Sell
2,791
-37
-1% -$21K 0.14% 134
2024
Q4 		$1.61M Sell
2,828
-329
-10% -$193K 0.15% 130
2024
Q3 		$1.8M Buy
3,157
+298
+10% +$164K 0.17% 126
2024
Q2 		$1.53M Sell
2,859
-60
-2% -$32.3K 0.15% 136
2024
Q1 		$1.62M Sell
2,919
-39
-1% -$20.2K 0.17% 128
2023
Q4 		$1.5M Sell
2,958
-1
-0% -$464 0.16% 129
2023
Q3 		$1.35M Sell
2,959
-684
-19% -$328K 0.16% 129
2023
Q2 		$1.74M Sell
3,643
-92
-2% -$41.9K 0.2% 113
2023
Q1 		$1.71M Sell
3,735
-83
-2% -$38.7K 0.21% 112
2022
Q4 		$1.69M Sell
3,818
-14
-0.4% -$6.19K 0.21% 113
2022
Q3 		$1.54M Sell
3,832
-20
-0.5% -$8.83K 0.21% 108
2022
Q2 		$1.59M Buy
3,852
+48
+1% +$21.7K 0.36% 57
2022
Q1 		$1.87M Buy
3,804
+99
+3% +$48.2K 0.22% 104
2021
Q4 		$1.92M Buy
3,705
+47
+1% +$23.9K 0.23% 107
2021
Q3 		$1.76M Buy
3,658
+10
+0.3% +$4.91K 0.23% 105
2021
Q2 		$1.79M Buy
3,648
+50
+1% +$24.7K 0.39% 57
2021
Q1 		$1.71M Sell
3,598
-77
-2% -$35.1K 0.42% 57
2020
Q4 		$1.54M Buy
3,675
+39
+1% +$15K 0.4% 58
2020
Q3 		$1.23M Buy
3,636
+108
+3% +$36.9K 0.38% 62
2020
Q2 		$1.15M Buy
3,528
+94
+3% +$28.5K 0.4% 61
2020
Q1 		$903K Buy
3,434
+322
+10% +$109K 0.39% 65
2019
Q4 		$1.17M Buy
+3,112
New +$1.12M 0.42% 58

Other funds holding MDY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XML Financial's MDY Position: Q2 2026 in Review

XML Financial reduced its State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) stake by 2% in Q2 2026, selling an estimated $34.8K and leaving 2,504 shares worth $1.76M. The position accounts for 0.13% of the portfolio, ranked #139.

XML Financial first reported a position in MDY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.92M in Q4 2021. 1,531 funds tracked by Wall St. Rank hold MDY as of Q2 2026.

  • XML Financial held 2,504 shares of State Street SPDR S&P MIDCAP 400 ETF Trust worth $1.76M as of Q2 2026.
  • XML Financial sold 52 State Street SPDR S&P MIDCAP 400 ETF Trust shares in Q2 2026, an estimated $34.8K.
  • State Street SPDR S&P MIDCAP 400 ETF Trust made up 0.13% of XML Financial's portfolio in Q2 2026, its #139 holding.
  • XML Financial first reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's State Street SPDR S&P MIDCAP 400 ETF Trust position peaked at $1.92M in Q4 2021.
  • 1,531 funds tracked by Wall St. Rank held State Street SPDR S&P MIDCAP 400 ETF Trust as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.